APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Quarter Est. Return
1 Year Est. Return
-14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.93B
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,703
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$8.63M
3
+$8.23M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$7.27M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.01M

Top Sells

1
+$21.7M
2
+$12.8M
3
+$10.2M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$9.5M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$6.15M

Sector Composition

1 Technology 13.65%
2 Consumer Discretionary 5.31%
3 Healthcare 4.53%
4 Financials 3.9%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.12M 0.04%
10,304
-2,212
452
$1.11M 0.04%
10,628
+3,399
453
$1.11M 0.04%
15,308
+126
454
$1.11M 0.04%
15,349
-544
455
$1.11M 0.04%
4,420
+292
456
$1.1M 0.04%
23,316
-851
457
$1.1M 0.04%
14,667
+899
458
$1.1M 0.04%
12,480
+26
459
$1.1M 0.04%
12,624
-4,455
460
$1.09M 0.04%
17,379
+1,634
461
$1.08M 0.04%
23,538
-380
462
$1.08M 0.04%
6,704
-1,834
463
$1.08M 0.04%
53,866
+48,003
464
$1.07M 0.04%
19,980
+910
465
$1.07M 0.04%
4,262
-371
466
$1.05M 0.04%
21,355
+9,419
467
$1.05M 0.04%
19,809
-8,988
468
$1.05M 0.04%
10,225
-16,394
469
$1.04M 0.04%
12,618
+996
470
$1.04M 0.04%
8,460
+1,556
471
$1.04M 0.04%
17,869
-225
472
$1.04M 0.04%
36,003
+7,403
473
$1.03M 0.04%
22,541
+3,287
474
$1.03M 0.04%
35,455
+9,025
475
$1.03M 0.04%
7,717
-2,804
17 18
19
20 21